Key facts
- CYPRESS POINT WEALTH MANAGEMENT, LLC is a private equity firm based in DALLAS, TX.
Registered with the SEC
Form ADV · 2026-03 · CRD 143771- Regulatory AUM
- —
- Private fund assets
- $21.3M
- Private funds
- 3 · 2 venture, 1 private equity
- Staff
- 12
- Registered office
- DALLAS, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CYPRESS POINT WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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